See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,028 | $76,000-38.1% | $154,107-69.5% | $64,186-26.7% |
| Participation rate | 98.4% | 70.4%+27.9pp | 83.0%+15.3pp | 69.6%+28.8pp |
| Annual return | 1.02% | 30.32%-29.3pp | 735.12%-734.1pp | 7.63%-6.6pp |
| Employer contribution / active EE | $1,866 | $3,351-44.3% | $5,298-64.8% | $2,381-21.6% |
| Participant deferral / active EE | $3,901 | $3,175+22.9% | $5,081-23.2% | $3,470+12.4% |
| Admin fee / account holder | $1,090 | $5,596-80.5% | $13,411-91.9% | $4,888-77.7% |